The three main risk factors which have overcast the European equity markets in 2020 will have gone away by next year. This markedly changes the outlook for European equities, thinks Carsten Dehn, portfolio manager at Lannebo Europe Small Cap.
"Being based in the Nordics, 2020 is starting to look like a really great year in the stock market, but Europe is still down around 2 percent on an absolute level with Spain, the UK, and France still significantly down on YTD basis," Dehn said in a recent webinar.
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